Topics started by alb
Hi folks, I’ve been asked for this capability weekly by our product and design teams for what seems like months now. I don’t understand why PX can track browser type, but you don’t bother to track screen resolution, browser frame size, device type, nor OS while you’re at it. Imagine how nice it would be to limit visibility of a guide or dialogue to someone who has their window size too small or is on a particular device? Or the ability to adjust guides based on resolution? Not to mention being able to report on what your user base has for set up so we can better design our products. We don’t want to install (yet another) product to track just this. Please help!
Additional Throttling OptionsAcknowledged
Hi folks, The throttling concept is great in the Settings → Engagments part of PX, but it could be a lot more functional. What I would *like* to do is set up the following rules for the 3 types of engagements we currently have: Welcome Guides - no restrictions, fire when applicable Notifications - no restrictions, fire when applicable. Surveys - Restrict to 120 days between surveys. Restrict to 3 days between other engagements. We will have 10+ surveys constantly trickling data in. This gives me the ability to limit surveys once a quarter per user and never more than 4 in a year, to give them a little breathing room (but not too much) between surveys and other engagements, and not restrict anything mission critical. We can’t do that today, so I’m stuck with: Welcome Guides - no restrictions, fire when applicable. Notifications - no restrictions, fire when applicable. Surveys - Restrict to 14 days between any engagement so we don’t overwhelm a user with surveys. Whenever a global
Hi folks, I’m looking for a best practice on how to best segment and repeat an NPS survey. Requirements: I will have numerous audience filters to apply this appropriately to the right users at the right time (i.e. have been a user > 6 months, have visited part of the product XXX times, are currently performing YYY action). Ask this question every 6 months. Ask to 25% of my user base. Do not re-ask same 25% until 100% has been completed. Repeat… I could set up intervals to make sure it happens once every 6 months: The problem is with segmenting by % of users. I can do 25% here, but I’m guessing it picks 25% at run time and never changes. I could pick a range here but 1) I don’t know how big my segment is without manually figuring it out, and 2) this requires manual effort to move to another set of users every interval. Really, I’d love to just set up some recurring NPS surveys that don’t pester the same users repeatedly yet continually get feedback without having to re-set-up
Y’all changed a vital chart, and actually removed important information and did not replace it. This is a monthly chart. You used to show how this chart looked vs. the previous equal timeframe. That is now gone. I’m not sure I care about these new values, and they’re organized oddly. Aside from missing data, I have to think far more than I should every time I look at this thing. Sunday is down 88% since last Monday? Well no kidding. Show me change vs. equal day of week. Show me change vs. previous 7 days. GIve me something like this.
Hope the title is sufficient. This option exists for many of the survey types, if not all. Very happy to have this. That said, they all default to checked when rendered. Would prefer that users have to OPT IN and not force them to OPT OUT. Am I missing something? Would also want the ability to change the text associated with the checkbox. Again, am I missing it?
NPS needs a Rolling NPS trend lineAcknowledged
Hi folks, Would be great to see an additional graph that shows the trend of NPS changing over time, within the time window (i.e. a Rolling NPS score). The “trend” graph at the bottom only looks at one day at a time. The trend graph I’m asking for looks at the current day plus all previous days. So, it shows how NPS is moving over a time window. CURRENT REPORT DATA SET Date Promoters Neutral Detractors Total Daily NPS Rolling NPS 25-Feb 2 1 3 66.7 66.7 26-Feb 1 2 3 -33.3 16.7 27-Feb 1 1 2 50 25 28-Feb 1 1 -100 11.1 29-Feb 0 11.1 1-Mar 0 11.1 2-Mar 1 2 3 -66.7 -8.3 3-Mar 2 2 100 7.1 FUTURE REPORT To include Daily NPS (already included) PLUS Rolling NPS (shown below)
User Roles for API AccessWorkaround Available
Problem: The only way to grant PX API access to an engineer is to give them 100% Admin control over everything in the platform. I love engineers (used to be one) but come on...I don’t trust them that much. Solution: Add role-based controls for API access. Please make sure read-only is an option vs. read-write.
Hi everyone, I was given the OK to post that I’m hiring for a full-time PX + Adoption + Retention person! Introduction You're busy, so are we. So let's get right into it. Seismic has grown 100% or more every year for the past 8 or so years, leading to us being a billion dollar "unicorn" company (and we're just getting started). Despite this incredible growth and success, we're rethinking how our product organization should run. We've looked deep at ourselves in the mirror, found our flaws, owned them, and are working tirelessly to improve upon them. We have a plan, we know to get there, and we're pressing the gas pedal to do so. We also know that the destination in front of us is one of many to come, and that we will adapt and change as a team with fervor. At the end of the day, our product organization will be a well oiled machine and you will be a major reason for that. What we need to do (the role) We are collecting data and ideas from many different sources regarding what we sh
Segmentation ImprovementsPartially Fixed
I think there are some improvements to be made in the Segmentation engine. Cannot do segments within segments. This really limits our ability to manage custom audiences and merge them together as necessary for guides or other purposes. Can AND and OR criteria, but cannot do something like this: "target engagement to users who visited NewsCenter feature < 5 times within the last 30 days." Can only do: "NewsCenter feature < 5 times", "Visited anywhere in product within 30 days". Thanks for listening!
Testing Workflow LimitationsNo Status
Hi folks, I think there’s a lot of room for improvement in how one goes about building, testing, and deploying engagements. Some challenges we’ve run into: There is essentially zero testing workflow. This causes us constant challenges as we have to work in a production environment. You cannot copy engagements from a test environment into a production one. This makes building in a test environment relatively useless due to duplication of effort required. There is no way to easily put something into "test mode" so that only certain users have access (without building a custom segment). There should be some kind of "sand box" mode where you can dig in and test. Preview mode doesn't always match what happens in reality. There is no way to test whether or not a segment will fire based on inputs. This is a big one. I think it would be great to have a sandbox/preview mode where there's a right-panel that allows you to change certain inputs. For example, entering an "account name" and "
Reporting / Analytics feels like it needs an overhaulUnder Consideration
These are the concerns I've been sharing with the PX team for a while now, figured I would share here as well as there are likely others with similar or tangential challenges. Feel free to share your thoughts here. Reporting Limitations Have to go to 3-4 different sections of the reporting interface to get an answer or create a report. There are substantial UI inconsistencies between the different areas of reporting. It’s like they were built individually by different teams and patched together. Some filters exist in parts of the reporting, while they don't exist in others. Again, just more inconsistencies. For example, I’m in one part of analytics and get close to what I need using a filter. I think to myself, “oooh, I could go over to that other part of analytics and use the same filter and get what I’m looking for” only to find I can’t use that filter over there. Saving or sharing is handled in 3-4 completely different ways, depending on the part of reporting you're in. Query
I've got a bunch of reports rotating on a screen in our office, and one of them I was hoping would be a path analyzer report. I only want to visualize 2 steps, but upon saving and/or sharing this report the steps are set to default of 5 after any kind of refresh. Please make all settings a part of the save/share functionality.
I can't for the life of me figure out how to get more than 10 rows out of Query Builder. We're trying to get a list of all of our accounts that have activity in APAC, but I can never get more than 10 rows to show on the interface. I also don't see a way export raw data. Hope I'm missing something?
PROBLEM We may notice a bump or spike in activity of some kind, but don't have a way to easily show WHY it happened. Maybe the CS team recommended a customer perform some changes, maybe the product team released new capabilities. Would be great to be able to optionally visualize this. SOLUTION Have a free-form "milestones" section that functions much like the Product Mapper (from a hierarchy perspective). These "Modules" are places that people can put milestones (title, short description, date). From within a report, a user can easily enable visualizing a "module" and any milestones below it would show for any date-based charts. Could be a simple flag pole on the chart with a title, and when you hover over it it provides the description. VALUE Easily see exactly WHAT caused the change in adoption, retention, utilization, or any other chart-based graph. See something weird in a graph? Turn on ALL milestones and see if something might have t
Trend Variable in PX ReportingNo Status
PROBLEM I would like to be able to hone in on accounts that have an increased or decreased level of adoption of a particular part of the platform. Today, I don't have a clean way to do this. This is one example, there are likely many more scenarios. SOLUTION Gainsight internally calculates a "trend variable" that can be used to filter or sort by. I could create a report that asks: Show me a list of accounts that have user activity in Asia that are trending upward. VALUE Ability to pinpoint accounts and usage activity that's going in the right (or wrong) direction is incredibly powerful to help product teams figure out who to reach out to for validation and feedback (not to mention the value to CS)
PROBLEM I have a bunch of nearly identical reports I'm trying to create (activity based on location). The only option I have is to re-save the already saved query. SOLUTION Give me the abiliy to clone the current query (or add a Save As option). VALUE Same time rebuilding every query from scratch.
PROBLEM: I cannot share views and filters of Audience and Accounts Explorer like I can the rest of the reports. I also have to manage two different locations for my favorite reports, not to mention a completely different favoriting mechanism for each. Dashboards also have their own favoriting and sharing mechansims. SOLUTION: The Bookmarks capability inside of the Audience and Accounts explorer is nice, but I'm not sure why it is a completely different system than My Reports and Shared With Me functionality that's in the Analytics section. I would recommend allowing Audience and Accounts reports to be saved to My Reports and shared via Share With Me, just like any other report. Ultimately removing the Bookmark feature. Similar to this, I would incorporate Dashboards here as well. VALUE: Simplified and unified interface. Fewer features to manage and maintain for PX team. Lower learning curve for users. More sharing capabilities.
Hi folks, my first post here. We're a brand new customer of Gainsight PX and I stumbled across a new orange button today with the title "New Dashboard". I got excited. An hour or so later, I was rotating 6 dashboard screens on a TV in our product area showing off engagement analytics. I figured I'd share what I did here to make it happen, and share some of the dashboard screens as well. Requirements: Must rotate multiple dashboards at a particular time interval. Must refresh each dashboard automatically at a particular time interval. Step one, find a Chrome extension. The one I settled on is called Tab Rotate. I searched through a few extensions and this seemed the best of the bunch (recent updates, pretty easy to use). It does require editing a JSON file, but, it's not the end of the world. The others I found were a little clunky, buggy, or old. WIth the one I chose you can set individual view time and an individual refresh time per tab. I
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